See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,221 | $69,207-11.5% | $64,056-4.4% | $139,434-56.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.21% | 45.88%-28.7pp | 33.69%-16.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,075 | $3,182-34.8% | $2,747-24.5% | $4,751-56.3% |
| Participant deferral / active EE | $2,233 | $4,682-52.3% | $3,880-42.5% | $6,710-66.7% |
| Admin fee / account holder | $8,132 | $4,244+91.6% | $3,068+165.1% | $11,403-28.7% |